CW

Curio Wealth Portfolio holdings

AUM $244M
1-Year Est. Return 9.81%
This Quarter Est. Return
1 Year Est. Return
+9.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
+$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$196K
2
+$90.6K
3
+$71.5K
4
STZ icon
Constellation Brands
STZ
+$66.3K
5
RCL icon
Royal Caribbean
RCL
+$46.1K

Top Sells

1
+$54.3B
2
+$36.3B
3
+$21.2B
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$9.11B
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$8.64B

Sector Composition

1 Technology 2.31%
2 Communication Services 1.65%
3 Financials 1.13%
4 Consumer Discretionary 1.09%
5 Industrials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$21.2K 0.01%
1
-1,740
177
$21.2K 0.01%
1
-1,018
178
$20.7K 0.01%
1
-3,891
179
$20.5K 0.01%
2
-66
180
$19.9K 0.01%
1
-3,999
181
$19.9K 0.01%
1
-3
182
$19.8K 0.01%
1
-292
183
$19.5K 0.01%
2
-148
184
$19.3K 0.01%
1
-46
185
$18.8K 0.01%
+1
186
$18.5K 0.01%
1
-173
187
$17.9K 0.01%
5
-34
188
$17.4K 0.01%
1
-61
189
$17K 0.01%
+1
190
$16.9K 0.01%
1
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191
$16.8K 0.01%
1
-299
192
$16.5K 0.01%
1
-27
193
$16.4K 0.01%
1
-364
194
$15.9K 0.01%
1
-71
195
$15.9K 0.01%
1
-9,999
196
$15.8K 0.01%
1
-999
197
$15.4K 0.01%
1
-999
198
$15.4K 0.01%
1
-207
199
$15.4K 0.01%
1
-179
200
$15.3K 0.01%
+1
6 7
8
9 10